American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q2 2026
Institutional positions in American Express Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,022
- +148 vs. Q1 2026
- Shares held
- 576.9M
- +1.20M (+0.2%) vs. Q1 2026
- Total value
- $195.1B
- +$21.1B (+12.1%) vs. Q1 2026
- New holders
- 263
- 1,215 more added
- Sold out
- 115
- 1,067 more reduced
38 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Welch Group, LLC | 18,908 | $6.40M | 0.22% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 18,961 | $6.41M | 0.15% | −5,849−23.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 27,172 | $6.48M | 1.96% | +26,066+2,356.8% | Added |
| Courier Capital LLC | 19,147 | $6.48M | 0.32% | +641+3.5% | Added |
| Guggenheim Capital LLC | 19,249 | $6.51M | 0.04% | +1,930+11.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 19,268 | $6.52M | 0.02% | +1,839+10.6% | Added |
| Puzo Michael J | 19,362 | $6.55M | 1.69% | +3,076+18.9% | Added |
| Resources Investment Advisors, LLC. | 19,365 | $6.55M | 0.06% | −730−3.6% | Reduced |
| We Are One Seven, LLC | 19,378 | $6.55M | 0.11% | −9,372−32.6% | Reduced |
| AIA Group Ltd | 19,530 | $6.61M | 0.08% | +19,530 | New |
| Bleakley Financial Group, LLC | 19,531 | $6.61M | 0.08% | +381+2.0% | Added |
| Capital International Sarl | 19,532 | $6.61M | 0.09% | −1,838−8.6% | Reduced |
| Campbell Capital Management Inc | 19,545 | $6.61M | 2.37% | +19,545 | New |
| Concentric Capital Strategies, LP | 19,597 | $6.63M | 0.41% | +19,597 | New |
| Rayburn West Financial Services LLC | 19,651 | $6.65M | 3.66% | −51−0.3% | Reduced |
| Meitav Dash Investments Ltd | 19,696 | $6.67M | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 19,787 | $6.69M | 0.33% | +246+1.3% | Added |
| Blue Zone Wealth Advisors, LLC | 19,800 | $6.70M | 1.17% | −1,660−7.7% | Reduced |
| Foundations Investment Advisors, LLC | 19,856 | $6.72M | 0.07% | −879−4.2% | Reduced |
| IFP Advisors, Inc | 19,897 | $6.73M | 0.12% | +2,199+12.4% | Added |
| AE Wealth Management LLC | 19,918 | $6.74M | 0.03% | +1,479+8.0% | Added |
| Arkadios Wealth Advisors | 19,960 | $6.75M | 0.10% | −1,303−6.1% | Reduced |
| BFSG, LLC | 20,026 | $6.77M | 0.60% | 00.0% | Unchanged |
| Capital International Inc | 20,073 | $6.79M | 0.05% | −18,062−47.4% | Reduced |
| Amica Mutual Insurance Co | 20,096 | $6.80M | 0.57% | −901−4.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.80M | 1.08% | 00.0% | Unchanged |
| Bailard, Inc. | 20,131 | $6.81M | 0.14% | +898+4.7% | Added |
| Tokio Marine Asset Management Co Ltd | 20,210 | $6.84M | 0.21% | 00.0% | Unchanged |
| Empirical Finance, LLC | 20,353 | $6.88M | 0.29% | +608+3.1% | Added |
| Kanawha Capital Management LLC | 20,417 | $6.91M | 0.45% | +2,732+15.4% | Added |
| Qube Research & Technologies Ltd | 20,453 | $6.92M | 0.01% | −798,689−97.5% | Reduced |
| Gladstone Institutional Advisory LLC | 20,596 | $6.97M | 0.22% | +373+1.8% | Added |
| Ceera Investments, LLC | 20,598 | $6.97M | 2.95% | −680−3.2% | Reduced |
| Insigneo Advisory Services, LLC | 20,602 | $6.97M | 0.26% | +10,045+95.2% | Added |
| Dillon & Associates Inc | 20,678 | $6.99M | 0.86% | +19,049+1,169.4% | Added |
| Coldstream Capital Management Inc | 20,682 | $7.00M | 0.09% | −1,113−5.1% | Reduced |
| Somerville Kurt F | 20,685 | $7.00M | 1.67% | +1,195+6.1% | Added |
| First Interstate Bank | 20,721 | $7.01M | 0.37% | +154+0.7% | Added |
| Impax Asset Management Group plc | 20,768 | $7.02M | 0.05% | −77−0.4% | Reduced |
| Hutner Capital Management Inc | 20,835 | $7.05M | 2.80% | +239+1.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 20,912 | $7.07M | 0.58% | −382−1.8% | Reduced |
| Dark Forest Capital Management LP | 20,928 | $7.08M | 0.46% | +20,928 | New |
| Fiduciary Group LLC | 20,930 | $7.08M | 0.56% | −482−2.3% | Reduced |
| Sandhill Capital Partners LLC | 21,036 | $7.12M | 0.58% | +975+4.9% | Added |
| Stenger Family Office, LLC | 21,141 | $7.15M | 1.16% | +1,131+5.7% | Added |
| Condor Capital Management | 21,166 | $7.16M | 0.54% | +51+0.2% | Added |
| Asset Dedication, LLC | 21,263 | $7.19M | 0.45% | −400−1.8% | Reduced |
| Hamilton Capital Partners Inc. | 21,266 | $7.19M | 0.21% | +3,516+19.8% | Added |
| Hi-Line Capital Management, LLC | 21,290 | $7.20M | 2.03% | +370+1.8% | Added |
| Adalta Capital Management LLC | 21,311 | $7.21M | 3.16% | −1,192−5.3% | Reduced |
| Chicago Trust Co NA | 21,359 | $7.22M | 1.05% | +897+4.4% | Added |
| Heritage Trust Co | 21,389 | $7.23M | 0.63% | −409−1.9% | Reduced |
| Wedbush Securities Inc | 21,636 | $7.32M | 0.19% | −2,278−9.5% | Reduced |
| Northstar Group, Inc. | 21,693 | $7.34M | 0.94% | +106+0.5% | Added |
| Family Management Corp | 22,083 | $7.47M | 0.78% | −132−0.6% | Reduced |
| AlpenGlobal Capital LLC | 22,111 | $7.48M | 4.80% | −252−1.1% | Reduced |
| Scotia Capital Inc. | 22,140 | $7.49M | 0.03% | −18,553−45.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 22,288 | $7.54M | 0.89% | +8,584+62.6% | Added |
| Fort Sheridan Advisors LLC | 22,391 | $7.57M | 0.82% | +1,157+5.4% | Added |
| Prospera Financial Services Inc | 22,376 | $7.58M | 0.11% | −39,054−63.6% | Reduced |
| Global X Japan Co., Ltd. | 22,400 | $7.58M | 0.28% | −704−3.0% | Reduced |
| Diversify Wealth Management, LLC | 22,596 | $7.58M | 0.13% | −3,808−14.4% | Reduced |
| Diversify Advisory Services, LLC | 22,596 | $7.58M | 0.13% | +22,596 | New |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $7.61M | 0.61% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 22,540 | $7.62M | 0.33% | −1,755−7.2% | Reduced |
| Sagespring Wealth Partners, LLC | 22,554 | $7.63M | 0.12% | +33+0.1% | Added |
| Kerusso Capital Management LLC | 22,741 | $7.69M | 2.80% | +4,319+23.4% | Added |
| Plato Investment Management Ltd | 22,911 | $7.70M | 0.44% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 23,070 | $7.80M | 0.05% | −493−2.1% | Reduced |
| JLB & Associates Inc | 23,081 | $7.81M | 1.04% | +465+2.1% | Added |
| Bretton Capital Management, LLC | 23,100 | $7.81M | 6.24% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 23,264 | $7.87M | 0.38% | −778−3.2% | Reduced |
| Freestone Capital Holdings, LLC | 23,353 | $7.90M | 0.21% | −144−0.6% | Reduced |
| Arvest Bank Trust Division | 23,430 | $7.93M | 0.39% | −330−1.4% | Reduced |
| Ballentine Partners, LLC | 23,501 | $7.95M | 0.10% | −428−1.8% | Reduced |
| Roundview Capital LLC | 23,606 | $7.98M | 0.44% | −1,116−4.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 23,632 | $7.99M | 0.29% | +1,342+6.0% | Added |
| Formuepleje A/S | 23,780 | $8.04M | 0.63% | +2,611+12.3% | Added |
| J.W. Cole Advisors, Inc. | 23,832 | $8.06M | 0.14% | −635−2.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 23,872 | $8.07M | 1.44% | −748−3.0% | Reduced |
| Hendershot Investments Inc. | 23,903 | $8.09M | 1.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 23,995 | $8.12M | 0.18% | +1,928+8.7% | Added |
| NewEdge Wealth, LLC | 24,186 | $8.18M | 0.08% | +689+2.9% | Added |
| Strategic Wealth Designers | 24,203 | $8.19M | 0.99% | −8,564−26.1% | Reduced |
| Gotham Asset Management, LLC | 24,258 | $8.21M | 0.02% | −167−0.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 24,376 | $8.24M | 0.04% | +2,717+12.5% | Added |
| Kingsview Wealth Management, LLC | 24,455 | $8.27M | 0.10% | −832−3.3% | Reduced |
| Bokf, NA | 24,481 | $8.28M | 0.11% | −619−2.5% | Reduced |
| Allstate Corp | 24,558 | $8.31M | 0.08% | +3,196+15.0% | Added |
| Trust Co of Vermont | 24,582 | $8.31M | 0.31% | +24,582 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 24,592 | $8.32M | 0.50% | +598+2.5% | Added |
| AMG National Trust Bank | 24,763 | $8.38M | 0.17% | −7,828−24.0% | Reduced |
| Central Trust Co | 24,836 | $8.40M | 0.15% | −598−2.4% | Reduced |
| Chatham Capital Group, Inc. | 24,853 | $8.41M | 1.07% | −96−0.4% | Reduced |
| RSM US Wealth Management LLC | 24,888 | $8.42M | 0.09% | −879−3.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 24,980 | $8.45M | 0.20% | −22,736−47.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 25,478 | $8.62M | 0.16% | +5,534+27.7% | Added |
| Principal Securities, Inc. | 25,634 | $8.67M | 0.10% | −1,509−5.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 25,741 | $8.71M | 0.21% | −483−1.8% | Reduced |
| Naples Global Advisors, LLC | 25,742 | $8.71M | 0.54% | +153+0.6% | Added |